White Knight Strategic Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$110M
Signature - Title
Jordan Green - Counsel
Location
Princeton, NJ
Summary
This page shows a list of all the recent 13F filings made by White Knight Strategic Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. White Knight Strategic Wealth Advisors, LLC reported 81 stock holdings with total value $110M as of Q3 2024. Top holdings included BRKB, NVDA, AAPL, AMZN, and TSLA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 81 $110M +$7.11M -$3.86M +$3.25M BRKB, NVDA, AAPL, AMZN, TSLA 13F-HR 11/14/2024, 04:53 PM
Q2 2024 76 $100M +$10.2M -$2.74M +$7.5M BRKB, NVDA, AMZN, AAPL, JNJ 13F-HR 8/14/2024, 05:13 PM
Q1 2024 73 $96.2M +$6.07M -$4.37M +$1.7M BRKB, AMZN, JNJ, NVDA, AAPL 13F-HR 5/15/2024, 05:01 PM
Q4 2023 73 $86.9M +$6.83M -$3.16M +$3.66M BRKB, JNJ, AAPL, AMZN, TSLA 13F-HR 2/13/2024, 08:34 PM
Q3 2023 61 $75.7M +$1.65M -$9.45M -$7.8M BRKB, JNJ, AAPL, TSLA, AMZN 13F-HR 11/14/2023, 05:07 PM
Q2 2023 70 $85.4M +$2.33M -$5.82M -$3.49M BRKB, JNJ, AAPL, AMZN, TSLA 13F-HR 8/11/2023, 03:34 PM
Q1 2023 74 $79.6M +$4.34M -$5.73M -$1.39M BRKB, JNJ, AAPL, AMZN, TSLA 13F-HR 5/15/2023, 05:29 PM
Q4 2022 69 $72.8M +$4.16M -$2.6M +$1.57M BRKB, JNJ, AAPL, AMZN, SPY 13F-HR 2/14/2023, 01:36 PM
Q3 2022 62 $69.9M +$8.42M -$2.23M +$6.18M BRKB, JNJ, AMZN, AAPL, TSLA 13F-HR 11/14/2022, 04:44 PM
Q2 2022 63 $72.4M +$6.37M -$4.02M +$2.34M BRKB, JNJ, AMZN, AAPL, TSLA 13F-HR 8/15/2022, 06:15 PM
Q1 2022 70 $92.5M +$4.28M -$3.97M +$312K BRKB, AMZN, JNJ, AAPL, TSLA 13F-HR 4/22/2022, 09:40 AM
Q4 2021 72 $95.6M $0 $0 BRKB, AMZN, JNJ, AAPL, TSLA 13F-HR 1/14/2022, 05:18 PM